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Skills

  • Savings accounts
  • Customer relationship management (CRM) software proficiency Microsoft Excel
  • Client retention strategy development
  • 401(k) and pension plan knowledge
  • Customer service
  • Trend analysis expertise
  • Financial discrepancy resolution
  • Risk assessment and mitigation
  • Handling high-volume client inquiries
  • Cost-saving negotiation tactics

Work Experiences

  • Saved $10 by putting in place cost-cutting measures that addressed long-standing issues.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Achieved Top Performer recognition for consistently delivering retirement benefit presentations at Raleigh and gaining top evaluations from attendees.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Achieved savings of $11 over three years.
  • Aligned investment strategies with market trends.
  • Addressed other financial priorities.
  • Achieved results during 2017.
  • Collaborated with metric customers to determine their needs and deliver initiative service.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.

Summaries

  • Achieved savings over 6 months.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Articulate Retirement Representative with strong public speaking skills, capable of demystifying complex financial products for clients and consistently achieving high post-seminar satisfaction rates.
  • Strengths in vendor management and quality assurance backed up by Miscellaneous training.
  • Collaborative Retirement Representative known for successfully leading cross-departmental initiatives to enhance the delivery of retirement benefit programs in Columbus.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Achieved a 39% reduction in form resubmissions.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Costs were consistently reduced while profits were increased.
  • Articulate Retirement Representative.

Accomplishments

  • Fostered stronger client relationships by conducting proactive retirement seminars, resulting in 42% more referrals and new accounts.
  • Assisted 5 clients through retirement plan enrollment, achieving 27% new enrollments within 2021.
  • Collaborated with team of 4 in the development of initiative.
  • Managed portfolios totaling $15 in client assets, ensuring strategies reflected market changes while aligning with each client’s risk profile.
  • Maintained a 27% client retention rate by delivering tailored retirement solutions aligned with client goals.
  • Resolved product issue through consumer testing.
  • Worked closely with compliance and legal teams to ensure all retirement strategies adhered to state and federal regulations, achieving 100% regulatory compliance audits.
  • Documented and resolved framework which led to method.
  • Resolved escalated client disputes with a 23% first-contact resolution rate, boosting overall customer satisfaction scores by 39% in 2021.
  • Collaborated with software development teams to enhance a retirement modeling tool, improving client engagement and satisfaction by 15%.

Affiliations

  • Rotary International
  • Certified Retirement Counselor (CRC) Certification from InFRE
  • International Foundation of Employee Benefit Plans (IFEBP)
  • Society of Human Resource Management
  • Jaycees
  • International Council of Nurses
  • Association for Computing Machinery
  • Association of Information Technology Professionals
  • Certified Pension Consultant (CPC) from American Society of Pension Professionals & Actuaries (ASPPA)
  • Financial Planning Association (FPA)

Certifications

  • Certified Plan Fiduciary Advisor (CPFA) – Meridian
  • Registered Employee Benefits Consultant (REBC) – Northwind
  • SHRM Certified Professional (SHRM-CP)
  • Global Benefits Management Certificate (GBMC) – Cedar Works
  • Google Certified Professional Cloud Architect
  • Certified Professional in Employee Benefits (CPEB) – Vantage
  • Professional Plan Consultant (PPC) – Lakeside Partners
  • Certificate in Retirement Planning – program
  • FINRA Series 7 License – framework
  • Fundamentals of Qualified Retirement Plans (FQP) – Beacon Labs

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